After talking to you, we've compiled some of the most frequently asked questions about our Agent Portal and CRM integrations. Here’s some quick answers to hopefully make things a bit easier for you:
1. If I integrate my Taskforce Agent Portal with my CRM, what data does Taskforce have access to?
We only see the following data from your CRM:
Owner Name: This is used to generate the invoices for services rendered in the Owner's name
Owner Email Address: When invoicing, our system looks for other properties with the same owner email address in order to apply discounts for multiple properties. We DO NOT use the Owner Email Address for any communication unless specifically advised by the Property Manager or if the Owner self-manages their property.
Property Manager Email Address: This is used for communication regarding safety checks and services for a specific property.
Renter Email Address and Mobile Contact: These are used to send a booking link to the Renters so they can choose an appointment time for the required safety checks
It is important to note that we only view data, and integration does not mean that we can edit any of your data (We only have read-only access).
2. Why should I integrate? What are the main benefits?
By integrating your CRM, you get to see your entire portfolio in your Taskforce Agent Portal. This means that when new properties are added or archived in your CRM, these are automatically updated in the Agent Portal without you having to do anything.
It also means that any details that change to a property in your CRM, for example when a new Renter moves in or the property changes hands, these updates appear automatically in the Agent Portal.
If you use Property Me as your CRM, jobs and property reports created by Taskforce following an inspection can now automatically update in Property Me.
3. Our Agency has a Taskforce Portal but we only have one login - can we set up more logins?
Yes, just click on the “Request A Login” button on the home page of your Agent Portal to set up another login. An agency can set up as many logins as required for their office.
4. I have several different emails for Taskforce - which is the best one to use for the fastest response to my enquiries?
pm@taskforce.com.au is the dedicated email address that has been set up specifically to handle requests and enquiries from Property Managers. This email goes to our dedictated Customer Success Team which means you will get the speediest response from us by using this address.
5. What CRMs do you integrate with?
Currently we integrate with MRI Property Tree and Property Me, and we envisage we will be integrated with Console this September. We’ll keep you updated as more integrations are completed!
6. Where can I find general information on how to use my Agent Portal?
Visit our FAQ page on our website here: https://support.taskforce.com.au/rentsafe-dashboard And if you’re still having issues, email pm@taskforce.com.au and we’ll get right back to you!
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